Topics started by Lauren Be

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Lauren Be
Beginner
Lauren BeBeginner
asked in Ask a Peer

Billing - Exporting to QBO (Setting Up)

When exporting the invoice data to CSV for QBO, I noticed that the Work headings (ie. “Monthly Accounting for Jan 2022”) would be prepopulated in the “ItemDescription” field, which would be imported into QBO as “Monthly Accounting for Jan 2022”.For my invoices, though, I like to have a narrative, like “Preparation of the Monthly Accounting for Jan 2022” or “Preparation of Sales Tax Return for Quarter 1” rather than an abrupt listing.Does anyone have a workaround?  I know we can edit the description in the csv file, but I’d like to get it to streamlined. 

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Sr. Karbon Community Guide
1 year ago

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